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  • December 1995 (Revised December 1995)
  • Case

Yale University Investments Office

By: Josh Lerner and Jay O. Light
Yale University's investment office was responsible for managing its endowment, which totaled nearly $4 billion in June 1995. Yale had developed a rather different approach to endowment management, including substantial investments in "less efficient" equity markets... View Details
Keywords: Assets; Private Equity; Investment; Investment Return; Management; Markets; Strategy; Education Industry
Related

    Royce G. Yudkoff

    Royce Yudkoff is the MBA Class of 1975 Professor of Management Practice of Entrepreneurial Management at the Harvard Business School and a General Partner and co-founder of ABRY Partners, LLC in Boston, MA. Alongside Professor Richard Ruback, Royce currently... View Details

    • August 2019
    • Case

    Subscription Lines Dilemma

    By: Victoria Ivashina and Terrence Shu
    This case follows a fictional managing partner of a private equity firm, as she contemplates whether to utilize subscription lines of credit in her firm’s funds. Subscription lines are revolving lines of credit secured by commitments from a fund’s investors. Private... View Details
    Keywords: Private Equity; Credit; Strategy
    Related
    • 20 Aug 2012
    • News

    The Acquirers

    • November 1998 (Revised July 2000)
    • Case

    Deere & Company: Sustaining Value

    By: Malcolm S. Salter and Marlowe Dayley
    The question facing Deere & Co. is whether or not to adopt some of the organizational technologies of private equity investors (decentralized equity holdings, use of leverage to control the disposition of cash flows, the externalization of the capital budgeting... View Details
    Keywords: Budgets and Budgeting; Decision Choices and Conditions; Cash Flow; Private Equity; Wealth; Adoption; Manufacturing Industry
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      Josh Lerner

      Josh Lerner is the Jacob H. Schiff Professor at Harvard Business School and Co-Director of the HBS Private Capital Project.  Much of his research focuses on venture capital and private equity organizations.  (This research is summarized in his books The Money of... View Details

      Keywords: biotechnology; high technology; venture capital industry
      • February 2017 (Revised February 2018)
      • Case

      Frank Baker: Siris Capital Group and Titan Systems

      By: Steven Rogers and Derrick Collins
      Private equity firm, Siris Capital Group, must decide if they should raise their offer to take Titan Telecom private by acquiring its publicly traded stock. Siris’ decision to pay a premium for Titan must be made in the context of their unique (and somewhat complex)... View Details
      Keywords: Acquisition; Leveraged Buyouts; Mergers and Acquisitions; Private Equity; Mobile Technology; Financial Services Industry; Communications Industry; Telecommunications Industry; United States
      Related
      • January 2004
      • Case

      Bob Holgrom and the Buyout of the Carlson Division

      By: Thomas R. Piper
      The head of the Carlson Division stands to benefit substantially in financial terms if a private equity firm wins the bid for the division. The division is in the early stages of a performance turnaround, with only three quarters of profit improvement and no audited... View Details
      Keywords: Private Equity; Leveraged Buyouts; Corporate Disclosure; Ethics; Financial Reporting; Laws and Statutes; Performance Improvement
      Related
      • October 2010 (Revised January 2011)
      • Case

      Charter Communications Bankruptcy

      By: Paul A. Gompers and Emily Weisburst
      Charter Communications' bankruptcy presents an opportunity for some of its creditors to convert their debt holdings into equity. A mutual fund manager must determine how to maximize his debt investment in Charter given the restructuring and decide whether to... View Details
      Keywords: Insolvency and Bankruptcy; Private Equity; Borrowing and Debt; Investment; Financial Strategy; Financial Services Industry
      Related
      • November 2007 (Revised August 2009)
      • Case

      WL Ross & Co. and INVESCO

      Wilbur Ross has built a successful private equity firm focused on distressed investing, WL Ross & Co. In 2006, INVESCO, an asset management company, approaches him about acquiring his firm. INVESCO has had weak performance in recent years and is looking to increase its... View Details
      Keywords: Private Equity; Decision Choices and Conditions; Investment; Acquisition; Financial Services Industry
      Related
      • Career Coach

      Alejandro Maldonado

      also spent five years as a vice-president at H.I.G. Capital, a leading US private equity firm investing in diverse industries in the middle market space. In 2012, he founded Appian Education Ventures, a fund... View Details
      Keywords: Private Equity; Private Equity; Private Equity; Private Equity; Private Equity; Private Equity; Private Equity; Private Equity; Private Equity; Private Equity
      • 16 Mar 2021
      • Blog Post

      2+2 Where Are They Now Spotlight: Smitha Das (MBA 2018)

      first worked as a legislative fellow for my Congresswomen (now Senator) Kyrsten Sinema, who had recently been elected to office. I then pivoted to work in private equity at Cube Hydro Partners - a firm... View Details
      • October 2007
      • Case

      Blue River Capital

      By: Krishna G. Palepu, Tarun Khanna and Richard Bullock
      Examines the strategy and experience of Indian private equity firm Blue River Capital. Blue River was established in 2005 to invest primarily in middle market, particularly family-run, businesses in India. Blue River caters to this niche as an active investor,... View Details
      Keywords: Private Equity; Investment Portfolio; Corporate Governance; Emerging Markets; Family Ownership; Competitive Strategy; Financial Services Industry; India
      Related
      • March 1998 (Revised December 1998)
      • Case

      BCI Growth III: May 1993

      By: Josh Lerner
      A Vermont solid-waste company seeks mezzanine financing to finance its strategy of acquiring and consolidating local competitors. The mezzanine private equity group must decide whether this investment offers an attractive risk-return tradeoff. View Details
      Keywords: Private Equity; Business Growth and Maturation; Consolidation; Wastes and Waste Processing; Acquisition; Service Industry; Vermont
      Related
      • August 2008
      • Case

      Thoma Bravo - Citect Corporation Take-Private

      In 2006, Citect Corporation, a publicly traded Australian software company, was the target of a takeover battle between a financial sponsor and a strategic buyer. Thoma Bravo, the U.S.-based private equity firm, had to decide on its acquisition strategy in the face of... View Details
      Keywords: Mergers and Acquisitions; Private Equity; Investment; Negotiation Deal; Privatization; Valuation; Australia
      Related
      • October 2018
      • Case

      Fairview Capital

      By: Steven Rogers and Derrick Collins
      JoAnn Price and Dr. Larry Morse were the first African-Americans to launch a fund of funds in the private equity industry. Their fund, Fairview capital, was created in response to the dearth of capital invested in private equity funds managed by black and other... View Details
      Keywords: Alternative Assets; Fund Of Funds; Private Equity; Venture Capital; Decision Making; Strategy; United States
      Related
      • January 1998 (Revised September 2001)
      • Background Note

      A Note on Angel Financing

      By: Paul A. Gompers
      Discusses the economics of the private equity market and recent efforts by the U.S. Small Business Administration to promote greater angel financing. View Details
      Keywords: Financial Markets; Government and Politics; Financing and Loans; Financial Services Industry; United States
      Related
      • November 2007 (Revised March 2009)
      • Case

      Clear Channel 2006

      By: Richard S. Ruback and Leslie Pierson
      The Board of Directors of Clear Channel Communications, a radio broadcasting and outdoor advertising company, has to respond to a revised proposal from two private equity firms to take the company private. In November of 2006, the Board had unanimously approved an... View Details
      Keywords: Decision Choices and Conditions; Private Equity; Governing and Advisory Boards; Negotiation Offer; Privatization; Business and Shareholder Relations
      Related
      • November 2000 (Revised March 2001)
      • Case

      Yale University Investments Office: July 2000

      By: Josh Lerner
      David Swensen, chief investment officer at Yale University, reviews the $10 billion endowment strategy, that places an unusually heavy emphasis on private equity and other illiquid securities. Changing market conditions in July 2000 cause him to rethink historically... View Details
      Keywords: Private Equity; Financial Liquidity; Investment; Strategy; Education Industry
      Related
      • 10 Feb 2017
      • Working Paper Summaries

      The Persistent Effect of Initial Success: Evidence from Venture Capital

      Keywords: by Ramana Nanda, Sampsa Samila, and Olav Sorenson; Financial Services